Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q2
Sell
2017
Q1
$123K Sell
2016
Q4
$318K Buy
2016
Q3
$226K Buy
2016
Q2
$76K Buy
2016
Q1
$29K Buy
2015
Q4
$19K Buy
2015
Q3
$16K Buy
2015
Q2
$8K Sell
2015
Q1
$9K Sell
2014
Q4
$9K Buy